Mankato Clinic, Ltd. 401(K) Profit Sharing Plan — Form 5500 plan (Mankato Clinic Ltd)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Mankato Clinic, Ltd. 401(K) Profit Sharing Plan is a benefit plan reported by Mankato Clinic Ltd under EIN 41-0849339 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,241 participants and $220,798,081 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mankato Clinic Ltd
- EIN
- 41-0849339
- Plan number
- 001
- Plan type
- 2
- Location
- Mankato, MN
- Latest filing year
- 2023
- Participants
- 1,241
- End-of-year plan assets
- $220,798,081
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,241 | H, C | 20241015070559NAL0015930099001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $220,798,081
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $220,798,081
- Net assets (BOY)
- $193,488,122
Income & contributions
- Employer contributions
- $7,028,874
- Participant contributions
- $5,193,760
- Total contributions
- $12,813,579
- Total income / additions
- $46,733,207
Expenses & distributions
- Benefits paid
- $19,075,116
- Administrative expenses
- $348,132
- Total expenses
- $19,423,248
- Net increase / (decrease)
- $27,309,959
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $174,343 | not reported in the loaded dataset | 2023 |
| Advanced Capital Group | NONE | $85,000 | not reported in the loaded dataset | 2023 |
| Nicollet Investmentmanagement | NONE | $60,068 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $17 | $17,796 | 2023 |
| Eide Bailly Llp | NONE | $16,129 | not reported in the loaded dataset | 2023 |
| Falkerinvestments Inc | NONE | $7,897 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $806 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mankato Clinic Ltd
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Mankato, MN
- Milliman, Inc. — Schedule C compensation
- Advanced Capital Group — Schedule C compensation
- Nicollet Investmentmanagement — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Falkerinvestments Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation